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Squar Milner Financial Services LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squar Milner Financial Services LLC on SPY, newest first. How the timeline and the estimate are built.

Squar Milner Financial Services LLC held 26,796 SPY shares at 2020-06-30 per its 13F-HR filed 2020-07-16.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 26,796 shares
    Change vs previous 13F -267 shares

    4.7% of the 13F portfolio, value $8,263,000.

    13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-03-31
    13F 27,063 shares
    Change vs previous 13F +14,025 shares

    4.2% of the 13F portfolio, value $6,975,000.

    13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-12-31
    13F 13,038 shares
    Change vs previous 13F -12,591 shares

    2.1% of the 13F portfolio, value $4,196,000.

    13F-HR 0001727592-20-000001 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-09-30
    13F/A 25,629 shares
    Change vs previous 13F +14,300 shares

    4.38% of the 13F portfolio, value $8,583,000.

    13F-HR/A 0001727592-20-000007 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-06-30
    13F 11,329 shares
    Change vs previous 13F -142 shares

    2.24% of the 13F portfolio, value $3,319,000.

    13F-HR 0001727592-19-000005 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-03-31
    13F 11,471 shares
    Change vs previous 13F -720 shares

    2.39% of the 13F portfolio, value $3,240,000.

    13F-HR 0001727592-19-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-12-31
    13F 12,191 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $3,047,000.

    13F-HR 0001727592-19-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).